Dynasty Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,178
Closed -$322K 87
2018
Q3
$322K Buy
5,178
+240
+5% +$14.9K 0.41% 66
2018
Q2
$310K Buy
4,938
+421
+9% +$26.4K 0.64% 43
2018
Q1
$294K Buy
4,517
+197
+5% +$12.8K 0.12% 44
2017
Q4
$279K Buy
+4,320
New +$279K 0.48% 67